Select the edit view, by clicking on the pen icon, top right of level 2 nav.
What you can see is subject to the security settings on each strategy card.
As you add and remove connections, each strategy card type will rename automatically to maintain the hierarchy of: goal > objective > action > project.
Click on any box to edit the key properties of the card, or to add a child.
When you add a child, the key properties of the parent are copied to the child.
To add a connection, click on the tree icon at bottom right (just above the green floating plus).
With that mode enabled (the tree icon is blue), you can then draw a connection between cards.
To exit 'add connection' mode, click on the tree icon again (to change it from blue to grey).
Note, only the Owner/Assignors/Creator of the child, may add a connection to parent.
To remove a connection, click on the orange arrow between two cards.
Note, only the Owner/Assignors/Creator of the child, may remove a connection to parent.
ADJUST LAYOUT AFTER EDITING THE TREE
Click on the 'refresh' icon at bottom right (just above the green floating plus).
key things to know
getting started You can start with a team, a function, a department or the whole company. The key is to lead-by-example, at all levels of management. We recommend this quick introduction: https://bit.ly/stratapp-introduction Here are 6easy tips to ...
roles: member and guest user roles
Super Admins Initially the organization creator May perform all roles Add/remove Super Admins and Admins Access the settings/account page Admins Add/remove admins Add/remove users Manage pages accessible per user Billing Admin Administer billing and ...
upcoming: how it works
Tasks you create on workspace/upcoming are default confidential. That is, they are only visible to you, until you either change the security to restricted or add members to the task. On upcoming, you can view tasks you are the creator/assignor/owner ...
introduction (deck + video) https://bit.ly/stratapp-introduction next-gen connected workspace (video) https://stratappsaas.com/#next-gen-tech-video engaging people (deck) https://bit.ly/stratapp-engaging-people rapid onboarding ...
meetings: how it works
agenda If the Owner checks the tickbox beside the word "agenda", the option to add an agenda appears. Each agenda item can have 2x levels of indented sub-agenda items below them. clock The meeting clock can be run without an agenda. The meeting clock ...